I don't have an account yet
Ask your tax preparer for an invitation email. Registration is by invite only — you cannot create an account without your office's link.
Your tax preparer's online portal
If your tax office uses Smartax, you can upload documents, answer tax questions, schedule meetings, and sign forms — all in one secure place.
Open the client portal
Go to app.yourdomain.com and sign in with the email your preparer invited you with.
What you can do
1
Register or sign in
Use the invite link from your tax preparer or select your office at the portal login.
2
Upload documents
Submit W-2s, 1099s, 1098s, charitable receipts, and other tax documents securely.
3
Complete your questionnaire
Answer personal, spouse, address, and tax questions in a step-by-step wizard.
4
Schedule & check in
Book appointments or check in at the office with a QR code when you arrive.
5
Review & e-sign
When your return is ready, review details and sign authorization forms electronically.
Is my data secure?
Documents and personal information are transmitted over HTTPS and stored in a secure multi-tenant platform used by professional tax offices.
English or Spanish?
The client portal supports both English and Spanish. Switch language in the portal settings.